Position in AZO
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$202,666
-$824 QoQ
Shares Held
60
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AZO Over Time
Shares Held
Position Value (USD)
Position in Auto Parts
Consumer Cyclical · as of Jun 30, 2026Edgemoor Investment Advisors, Inc. holds $613,319 across 1 Auto Parts name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORLY |
O Reilly Automotive Inc
|
6,660 | $613,319 |
All Filings in AZO
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $202,666 | 60 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $203,490 | 60 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $257,414 | 60 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $222,733 | 60 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $228,766 | 60 | Shares | Sole | 2025-05-05 | |
| 2020-09-30 | $408,641 | 347 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $391,457 | 347 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $293,562 | 347 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||